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The Pain Report - video presentations |
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presented by PortfolioConstruction Forum
Jonathan Pain, Editor of The Pain Report, is a regular key note presenter at PortfolioConstruction Forum's professional development programs. Over the years, he has debuted new investment theses and challenged delegates about how to build better quality investor portfolios... |
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The game changer for financial markets - 09 February 2012 |
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The extraordinary announcement by the ECB on 21 December that it would lend 489 billion to the European banks was very much the game changer that soothed financial markets - and, all in all, I feel quite a bit happier about what's happening in Europe. But, the drum beat of war in the Persian Gulf is probably the most alarming in a very long time. |
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The Arab Spring - 25 August 2011 |
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In this closing keynote Critical Issues Forum session at the 2011 PortfolioConstruction Forum Conference, Jonathan Pain looks at the where the Middle East region is heading in the years to come, and the implications for investment markets... |
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Historic times - 16 August 2011 |
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This month has brought some of the most turbulent times in the history of investment markets. What does it mean for those managing investor portfolios? |
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Italy joins the submerging nations - 19 July 2011 |
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It's clear that Italy must now be included in the group of submerging economies - and that portfolios should become more cautious and defensive. |
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Alice in wonderland meets the new reality - August 2010 |
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Jonathan joined us for the PortfolioConstruction Conference 2010 to introduce delegates to his (then) new thesis: that the world is now divided between those nations that are submerging and those that are emerging, with the critical question being: "Can the emerging world can spend enough to save the submerging world or will we need an Intergalactic Monetary Fund?" |
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The economy in the new reality - August 2009 |
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Our opening keynote session at the 2009 PortfolioConstruction Conference, Jonathan and others debated the likely shape of the global economic recovery, and the implications for markets and portfolios. |
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The mother of all stimulations - February 2009 |
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The Global Financial Crisis was only a few months old when, as our opening keynote speaker at the inaugural PortfolioConstruction Forum Markets Summit 2009, Jonathan shared his unique perspectives on what lay ahead for the global econonmy over over the next one to three years |
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Jonathan Pain is Editor of The Pain Report, an independent and global perspective of financial markets and world economy, free of Wall Street spin. |
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